Uncategorized
David S. Waddell

Spooktober

arrows_years_pointing
Blog
David S. Waddell

Meet the New Magnificents

As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,

Read Blog »
New York Stock Exchange with Christmas Tree in front
Blog
David S. Waddell

Fed Unwraps Holiday Highs

On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending

Read Blog »
Blog
Matt Gentzkow

Giving Turkey Legs!

For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.

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Blog
Matt Gentzkow

The Vol of Fall

November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources

Read Blog »
4 people standing around a conference table
Weekly Insights
David S. Waddell

For Phyllis

Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a

Read Blog »
Blog
David S. Waddell

‘Tis The Season?

The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock

Read Blog »
Blog
Matt Gentzkow

All-Time is Long Time

As markets climb to new all-time highs, it’s natural to feel a bit uneasy. After all, buying stocks when they’re most expensive feels counterintuitive. Many

Read Blog »
Uncategorized
David S. Waddell

Spooktober

Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know

Read Blog »
arrows_years_pointing
Blog
David S. Waddell

Meet the New Magnificents

As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,

Read Blog »
New York Stock Exchange with Christmas Tree in front
Blog
David S. Waddell

Fed Unwraps Holiday Highs

On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending

Read Blog »
Blog
Matt Gentzkow

Giving Turkey Legs!

For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.

Read Blog »
Blog
Matt Gentzkow

The Vol of Fall

November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources

Read Blog »
4 people standing around a conference table
Weekly Insights
David S. Waddell

For Phyllis

Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a

Read Blog »
Blog
David S. Waddell

‘Tis The Season?

The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock

Read Blog »
Blog
Matt Gentzkow

All-Time is Long Time

As markets climb to new all-time highs, it’s natural to feel a bit uneasy. After all, buying stocks when they’re most expensive feels counterintuitive. Many

Read Blog »
Uncategorized
David S. Waddell

Spooktober

Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know

Read Blog »